Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,995 | $78,694-16.1% | $67,652-2.4% | $125,389-47.4% |
| Participation rate | 87.0% | 78.8%+8.2pp | 75.7%+11.3pp | 83.2%+3.8pp |
| Annual return | 5.03% | 9.46%-4.4pp | 6625.40%-6620.4pp | 282.24%-277.2pp |
| Employer contribution / active EE | $3,213 | $3,044+5.5% | $2,266+41.8% | $4,866-34.0% |
| Participant deferral / active EE | $6,577 | $4,292+53.2% | $3,560+84.8% | $5,352+22.9% |
| Admin fee / account holder | $562 | $7,403-92.4% | $4,821-88.3% | $9,541-94.1% |